Hedgeye Risk Management

Hedgeye Podcasts

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Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter. LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice. Hedgeye® is a registered trademark. All Hedegye Real Conversations are the i...

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Hedgeye Risk Management

Episodes

DeMuth & Walker: "Value Investing In The 21st Century" (Hedgeye Investing Summit) 04.04.2019 55:57

This is an exclusive "Hedgeye Investing Summit" interview between Rangeley Capital’s Chris DeMuth, Andrew Walker and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

Mark Shattan: "A Hedge Fund Manager Discusses Risk & Opportunity" (Hedgeye Investing Summit) 04.04.2019 54:47

This is an exclusive "Hedgeye Investing Summit" interview between GrowthLine Capital Management chief investment officer Mark Shattan and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

Neil Howe: "Deep Demographic Problems Plaguing The U.S. Economy" (Hedgeye Investing Summit) 03.04.2019 1:00:26

This is an exclusive "Hedgeye Investing Summit" podcast replay between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

David Root: "Using Macro To Grow Your Assets" (Hedgeye Investing Summit) 03.04.2019 53:36

This is an exclusive "Hedgeye Investing Summit" podcast replay between wealth manager David Root and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

Daniel Lacalle: "Why Central Banks May Trigger the Next Crisis" (Hedgeye Investing Summit) 03.04.2019 55:17

This is an exclusive "Hedgeye Investing Summit" podcast replay between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

Neil Howe’s Big Picture Podcast: Yield Curve Inversion… Recession Soon? 02.04.2019 44:39

We hope you enjoy this complimentary access to the inaugural edition of Neil Howe’s Big Picture Podcast . This podcast is hosted each week by world-renowned demographer and Hedgeye analyst Neil Howe—the guy who coined the term millennial. It is one component of his brand new Demography Unplugged research product. If you like what you hear, and are interested in learning more, including special pro...

[Ep 44 Real Conversations] Pro-To-Pro: Why Two of the Sharpest Minds in Macro are Bearish with Raoul Pal 14.02.2019 59:55

This is a new “Real Conversation” between two macro heavyweights—Real Vision CEO Raoul Pal & Hedgeye CEO Keith McCullough . They dive deep into the dicey global macro set-up with a special focus on big risks and rewards facing investors.

The Macro Show: The Fourth Turning with Neil Howe 30.01.2019 27:43

This is a special edition of The Macro Show hosted by Hedgeye Demography analyst Neil Howe . He discusses a wide range of subjects including the volatile current state of financial markets through the prism of his groundbreaking theory, The Fourth Turning .

The Macro Show: Prepare Your Portfolio for the Year to Come 04.01.2019 33:06

Over $17.5 trillion has been erased from global equity markets since 2018’s highs . Yes, that’s officially bear market territory (down -21.5 %). For the record, the Hedgeye Macro team proactively prepared our subscribers for this last January. Guess what? Our 2019 global outlook remains decidedly bearish. We want you to be prepared for the year ahead. Watch Hedgeye CEO Keith McCullough in this fre...

Ep 43 - Real Conversations: The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’ with Roy Sebag 14.12.2018 54:23

In this edition of Real Conversations , Goldmoney Founder and CEO Roy Sebag sits down with Hedgeye CEO Keith McCullough for a deep-dive discussion on currencies, gold, the global economy and markets in a world warped by central bank manipulation. Keith and Roy dissect the current state of financial markets and the future of money (with a special focus on gold and the outsized impact of central ban...

Quad4: The Worst Is Yet To Come 26.11.2018 54:43

We predicted the market selloff in late September—right before it happened. It was all about our contrarian #Quad4 call. In this podcast replay of a video webcast aired live on Hedgeye.com on Nov. 26, 2018, we explain what we think comes next and how to position your portfolio accordingly.

McCullough: How I Built My Wealth Without Huge Drawdowns 06.11.2018 48:20

“Don’t lose money.” That’s Risk Management Rule #1 . The current, volatile market terrain indicates trouble ahead. It’s already happening overseas. Lackadaisical investors there have lost a lot of money. Now it’s heading to the U.S. We want you to be prepared. Watch the replay of this special webcast with Hedgeye CEO Keith McCullough , “How I Built My Wealth Without Huge Drawdowns.” You may have...

The Macro Show Webcast (Replay): Sell The Bounce? 01.11.2018 31:09

Visit Hedgeye.com/TMS to subscribe to the daily video version of The Macro Show It’s been a painful month for many investors. S&P 500 is down 7% from its YTD high Nasdaq is down 10% Russell 2000 is down 13% Something big has changed in financial markets after almost 2 years of uninterrupted stock gains. We have some clear thoughts on what may lie ahead for the market—after warning our subscrib...

Hedgeye Investing Summit: "U.S. Stocks: Time to Develop An Exit Strategy?" with Chris Ciavacco 30.10.2018 54:36

This is an exclusive "Hedgeye Investing Summit" interview between money manager Chris Ciovacco and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.

Hedgeye Investing Summit: "The Eurozone’s Coming Debt Crisis" with Daniel Lacalle 29.10.2018 45:56

This is an exclusive "Hedgeye Investing Summit" interview between economist and fund manager Daniel Lacalle and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.

Hedgeye Investing Summit: "Are We In Another Slow-Motion Meltdown?" with Jim Rickards 26.10.2018 54:46

This is an exclusive "Hedgeye Investing Summit" interview between Strategic Intelligence editor Jim Rickards and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.

Hedgeye Investing Summit: "Does Fed Tightening Trigger a Crisis?" with Chris Whalen 25.10.2018 46:25

This is an exclusive "Hedgeye Investing Summit" interview between investment banker Chris Whalen and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.

Hedgeye Investing Summit: "Smartest Guy in the Room Talks Gold, Crypto & Manias" with Josh Crumb 25.10.2018 48:24

This is an exclusive "Hedgeye Investing Summit" interview between currency and metals strategist Josh Crumb and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.

Hedgeye Investing Summit: "The Art of Short Selling" with Andrew Left 24.10.2018 47:10

This is an exclusive "Hedgeye Investing Summit" interview between activist short seller Andrew Left and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.

Hedgeye Investing Summit: "The Outlook for Retail & Gaming Stocks" with Brian McGough and Todd Jordan. 24.10.2018 54:23

This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Retail analyst Brian McGough, Gaming, Lodging & Leisure analyst Todd Jordan and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.

Hedgeye Investing Summit: "Beware This Late Cycle U.S. Economy" with Keith McCullough 23.10.2018 51:43

This is an exclusive "Hedgeye Investing Summit" podcast replay with Hedgeye CEO Keith McCullough on the investing implications of U.S. #GrowthSlowing . We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.

Hedgeye Investing Summit: "Is Tesla's Day of Reckoning Coming Soon?" with Charley Grant & Jay Van Sciver 23.10.2018 47:58

This is an exclusive "Hedgeye Investing Summit" interview between WSJ investing journalist Charley Grant and Hedgeye Industrials analyst Jay Van Sciver. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.

Hedgeye Webcast: The Big Winner (And Loser) Stocks In The Restaurant Industry 30.08.2018 53:46

Veteran Hedgeye Restaurants analyst Howard Penney is joined by Restaurants journalist Jonathan Maze, Executive Editor with Restaurant Business Magazine to discuss the big winners and losers. Join us for a special, in-depth investing discussion highlighting key Restaurant industry trends and the companies best positioned for success (as well as failure).DISCUSSION TOPICS INCLUDE:What is the health...

Hedgeye Webcast: Is The Worst Yet To Come At Tesla? 24.08.2018 53:32

The wild ride for Tesla longs (and shorts) has gotten even wilder over the past few weeks. In this special Hedgeye webcast, outspoken Tesla critic Chris Irons, founder of Quoth the Raven Research, joins Hedgeye Industrials analyst Jay Van Sciver to discuss what lies ahead for Tesla and its embattled CEO Elon Musk.

Ep 42 - Real Conversations: The Massive Tectonic Shifts in the Global Economy with Pippa Malmgren 15.08.2018 20:57

In this special edition of Real Conversations, influential economist, best-selling author and former White House economic advisor Pippa Malmgren will discuss her current market and economic outlook with Hedgeye CEO Keith McCullough.